Services

find out how we can save you tax dollars
 TAX PLANNING
TAX PLANNING
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

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Tax Coaching
Tax Coaching
Tax Coaching

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

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Tax Preparation
Tax Preparation
Tax Preparation

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Read More
TAX PLANNING

Unlike others who only “project” the tax you will owe (and call it a day) we take time to proactively plan your tax strategy to save you tax dollars now and in the future.
Read the details in the Tax Planning section.

TAX COACHING

Our tax coaching program take the tax plan we develop  and guides you through the implementation and an ongoing review for additional tax savings strategies.

TAX PREPARATION

Our firm works hard to provide exceptional results for clients in all areas of financial coaching.  We do offer traditional tax and accounting services that you’d expect a firm like ours to offer.

Testimonials

read what our clients say about us

Proactive Tax Planning

can save thousands of dollars a year

Save on Taxes
pay-no-taxes
save $$
With some advance planning you can save thousands of dollars over the years with Proactive Tax Planning. Call to set up your Free Tax Diagnosis today.

READ OUR LATEST BLOG POSTS

always an interesting story
BlogJuly 20, 2017

We Do More Than Just Tax Prep!

Does the thought of getting all of your receipts and business expenses together and organized for tax season make you cringe? For many, filing taxes is about as enjoyable as getting a root canal. But it doesn’t have to be that way! At Paul Dion CPA and Smart Tax Advisors, we really want to make […]

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BlogJuly 19, 2017

Caliente

Summer is here, and in most of the country, it’s hot! The All-Star game has come and gone, dog days are right around the corner, and if your air conditioner makes a funny noise, the hair stands up on the back of your neck. Now, we can’t help you if your air conditioner breaks, but […]

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BlogJuly 17, 2017

Just Freaking Do It! #JFDI

  Hi, I’m here from SmartTaxAdvisor.com, just got back from a kayaking trip on Sunday — one of the things I really love to do — and it reminded me of “JFDI” or “Just Freaking Do It.” If there’s something in your life, personal or business, that’s important to you that you need to get […]

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